As a single agent without an assistant, you'll likely only ever need the "Team Admin" role — which allows you to do anything in Finmo. 

However, sometimes you don't want your team or assistants to have access to everything in Finmo. It's easy to give certain members of your team access to certain permissions in Finmo. 

In the Team members section of your Team Settings, you can edit each members role.

We provide you with a few roles out of the box to get started:

  • Team admin - a user with this role can edit team settings, deal settings, and edit all deals within the team
  • Team member - when you invite a user, this is the default role. Team members can edit all deals within the team (but can't see or edit team settings or deal settings).
  • If you uncheck both of these roles - the user on the team will be able to see and edit only the deals assigned to them. This is great for assistants you want to give minimal deal access to.

In the near future, we plan to give you the ability to create new roles with hand-picked permissions.

Note: if you existed on Finmo before the roles feature was created, your entire team was set to the "Team Admin" permission.

Should you have any questions, please click the chat box to speak to someone, or email support@finmo.ca

Did this answer your question?